Finshots Daily Why Softbank sold its golden goose
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Nov 17, 2025 SoftBank's strategic sale of its stake in Nvidia raises intriguing questions. They capitalized on Nvidia’s rise to support their Vision Fund's AI ambitions. The proceeds are set to reinvest into the AI ecosystem, potentially boosting companies like OpenAI. The vision includes owning critical data across AI platforms while venturing into hardware and robotics. Norway’s choice for next-gen data centers highlights logistical ingenuity with its cooling and energy advantages. This pivot to broader physical-AI investments marks a bold new chapter for SoftBank.
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Nvidia Validated Son’s AI Bet
- SoftBank's Vision Fund was built on Masayoshi Son's conviction that AI would surpass human intelligence within a decade.
- Nvidia became the fund's proof point as its GPUs powered the generative AI boom and validated Son's long-running bet.
Selling The Golden Goose Was Strategic
- SoftBank sold its entire Nvidia stake for roughly $5.8 billion, locking in almost a two-fold return.
- The sale puzzled markets because SoftBank planned to reinvest proceeds into other AI ventures, including OpenAI.
Capital Circles Back Into Nvidia Customers
- SoftBank said it would invest Nvidia sale gains back into AI ventures, one being OpenAI.
- That creates an ironic loop because OpenAI is a major Nvidia customer.